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Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
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China’s Caixin manufacturing PMi rebounds as stimulus starts to take effect
Korea’s export momentum wanes in October amid despite semiconductor boost
Korea’s manufacturing sector sees mixed signals as PMI holds steady in October
China's industrial profit plunge underscores urgent need for stimulus
In one line: China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
Tokyo inflation slows, but core pressure remain firm ahead of Sunday’s election; BoJ likely stands pat in next week’s meeting
China’s MLF rate unchanged after September’s cut; Tight funding conditions in banks open window for RRR cut
In one line: Chineses banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers.
Chinese banks lower LPR to preserve NIM amid falling mortgage rates for existing borrowers
Early Korean exports slow, dragged down by weaker petroleum products and mobile handsets shipments.
Caixin services PMI points to activity uptick
China’s existing stimulus produces initial results, as state sector heeds strong policy signals
China's stimulus lifts manufacturing PMI
BoJ stays pat and Governor Ueda keeps options open
China picked up in Q3, but GDP growth will still need to double q/q in Q4 to get close to full-year target
China's new property market policies will provide only a modest demand lift
In one line: China export growth strategy faces challenges in H2, signalling growing need for domestic stimulus.
In one line: China’s insufficient demand and over capacity continue to weigh on producer prices
In one line: China's deepening deflation fears highlight the need for greater fiscal stimulus
In one line: China's FX reserves rose more than expected in September
In one line: China’s manufacturing downturn persists amid weak demand, while non-manufacturing activity stagnates
In one line: China’s manufacturing downturn persists amid weak demand
In one line: China's industrial profit growth sees sharpest fall in 18 months; Japan's Tokyo CPI dips as energy subsidies reinstated
Strong government bond issuance cushions overall credit growth, but only modest signs that existing fiscal stimulus is gaining traction
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